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PFG Investments’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

PFG Investments’s Portfolio SUSL Stock Details SUSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$632K Buy
5,567
+881
+19% +$106K 0.03% 514
2025
Q4 		$568K Buy
4,686
+1
+0% +$120 0.03% 524
2025
Q3 		$548K Sell
4,685
-121
-3% -$13.6K 0.03% 521
2025
Q2 		$521K Buy
4,806
+8
+0.2% +$797 0.03% 514
2025
Q1 		$460K Buy
4,798
+739
+18% +$75.4K 0.03% 532
2024
Q4 		$418K Buy
4,059
+274
+7% +$28.6K 0.03% 573
2024
Q3 		$384K Buy
3,785
+444
+13% +$43.6K 0.02% 592
2024
Q2 		$326K Buy
3,341
+258
+8% +$24.1K 0.02% 617
2024
Q1 		$289K Buy
+3,083
New +$274K 0.02% 755

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PFG Investments's SUSL Position: Q1 2026 in Review

PFG Investments increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 19% in Q1 2026, buying an estimated $106K and bringing the position to 5,567 shares worth $632K. The position accounts for 0.03% of the portfolio, ranked #514.

PFG Investments first reported a position in SUSL in Q1 2024 and has held it in 9 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

  • PFG Investments held 5,567 shares of iShares ESG MSCI USA Leaders ETF worth $632K as of Q1 2026.
  • PFG Investments bought 881 iShares ESG MSCI USA Leaders ETF shares in Q1 2026, an estimated $106K.
  • iShares ESG MSCI USA Leaders ETF made up 0.03% of PFG Investments's portfolio in Q1 2026, its #514 holding.
  • PFG Investments first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2024 and has held it in 9 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.